XML Financial’s American Tower AMT Stock Holding History

XML Financial’s Portfolio AMT Stock Details AMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$519K	Sell	3,010 -152	-5%	-$27.4K	0.04%	257
2025 Q4	$555K	Sell	3,162 -231	-7%	-$42K	0.05%	242
2025 Q3	$653K	Buy	3,393 +1,005	+42%	+$209K	0.05%	224
2025 Q2	$528K	Buy	2,388 +855	+56%	+$185K	0.05%	237
2025 Q1	$334K	Sell	1,533 -355	-19%	-$69.6K	0.03%	274
2024 Q4	$346K	Buy	1,888 +52	+3%	+$10.8K	0.03%	278
2024 Q3	$427K	Buy	1,836 +184	+11%	+$40.8K	0.04%	250
2024 Q2	$321K	Buy	1,652 +214	+15%	+$40K	0.03%	267
2024 Q1	$284K	Buy	1,438 +199	+16%	+$39.6K	0.03%	284
2023 Q4	$267K	Buy	+1,239	New	+$234K	0.03%	277
2023 Q3	–	Sell	-1,053	Closed	-$204K	–	319
2023 Q2	$204K	Buy	+1,053	New	+$206K	0.02%	320

Other funds holding AMT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return